Purchases and Sales Made in Q2 2025 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
25+ 1.35% |
$12.5K - $15.5K
|
1.87K
$1.27M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25+ 0.33% |
$12.5K - $15.5K
|
7.56K
$5.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 2.22% |
$12K - $14.9K
|
1.11K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
24+ 2.55% |
$12K - $14.9K
|
965
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 2.25% |
$11.5K - $14.3K
|
1.04K
$708K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
23+ 2.12% |
$11.5K - $14.3K
|
1.11K
$753K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
23+ 0.99% |
$11.5K - $14.3K
|
2.35K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
23+ 2.53% |
$11.5K - $14.3K
|
931
$632K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.72% |
$11K - $13.7K
|
3.09K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
22+ 1.16% |
$11K - $13.7K
|
1.92K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
21+ 0.38% |
$10.5K - $13K
|
5.54K
$3.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
21+ 0.29% |
$10.5K - $13K
|
7.24K
$4.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 8.0% |
$9.98K - $12.4K
|
270
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
20+ 0.52% |
$9.98K - $12.4K
|
3.86K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
20+ 1.38% |
$9.98K - $12.4K
|
1.47K
$995K
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
20+ 0.54% |
$9.98K - $12.4K
|
3.72K
$2.52M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 0.35% |
$9.98K - $12.4K
|
5.72K
$3.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
19+ 4.92% |
$9.48K - $11.8K
|
405
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
19+ 0.46% |
$9.48K - $11.8K
|
4.16K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
19+ 0.42% |
$9.48K - $11.8K
|
4.49K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
19+ 1.45% |
$9.48K - $11.8K
|
1.33K
$903K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.03% |
$8.98K - $11.2K
|
57.4K
$38.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
18+ 3.6% |
$8.98K - $11.2K
|
518
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
18+ 3.67% |
$8.98K - $11.2K
|
508
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
18+ 0.25% |
$8.98K - $11.2K
|
7.25K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
18+ 0.28% |
$8.98K - $11.2K
|
6.45K
$4.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18+ 0.05% |
$8.98K - $11.2K
|
36.6K
$24.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18+ 6.1% |
$8.98K - $11.2K
|
313
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
17+ 2.0% |
$8.48K - $10.6K
|
869
$590K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 1.59% |
$8.48K - $10.6K
|
1.09K
$739K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
17+ 3.67% |
$8.48K - $10.6K
|
480
$326K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17+ 0.73% |
$8.48K - $10.6K
|
2.35K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17+ 0.04% |
$8.48K - $10.6K
|
48K
$32.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
17+ 2.2% |
$8.48K - $10.6K
|
788
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
17+ 0.36% |
$8.48K - $10.6K
|
4.75K
$3.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.95% |
$7.98K - $9.93K
|
1.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16+ 1.15% |
$7.98K - $9.93K
|
1.4K
$952K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
16+ 1.48% |
$7.98K - $9.93K
|
1.1K
$745K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
16+ 1.14% |
$7.98K - $9.93K
|
1.42K
$964K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
16+ 2.48% |
$7.98K - $9.93K
|
661
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
15+ 7.08% |
$7.48K - $9.31K
|
227
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
15+ 1.43% |
$7.48K - $9.31K
|
1.06K
$720K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
15+ 0.1% |
$7.48K - $9.31K
|
15K
$10.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 3.51% |
$7.48K - $9.31K
|
442
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14+ 0.48% |
$6.98K - $8.69K
|
2.95K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14+ 0.88% |
$6.98K - $8.69K
|
1.61K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14+ 0.17% |
$6.98K - $8.69K
|
8.46K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
14+ 0.35% |
$6.98K - $8.69K
|
4K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
13+ 1.93% |
$6.48K - $8.07K
|
686
$466K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
13+ 0.85% |
$6.48K - $8.07K
|
1.54K
$1.04M
|